Underhill Investment Management as of June 30, 2018
Portfolio Holdings for Underhill Investment Management
Underhill Investment Management holds 20 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Interactive Brokers (IBKR) | 10.1 | $21M | 331k | 64.41 | |
| Air Lease Corp (AL) | 9.1 | $19M | 462k | 41.97 | |
| Intel Corporation (INTC) | 8.2 | $17M | 350k | 49.71 | |
| Liberty Media Corp Series C Li | 7.5 | $16M | 426k | 37.13 | |
| Estee Lauder Companies (EL) | 7.0 | $15M | 104k | 142.69 | |
| Gilead Sciences (GILD) | 6.9 | $15M | 206k | 70.84 | |
| Cme (CME) | 6.8 | $15M | 88k | 163.92 | |
| Keysight Technologies (KEYS) | 6.8 | $14M | 244k | 59.03 | |
| Gra (GGG) | 6.6 | $14M | 310k | 45.22 | |
| First American Financial (FAF) | 6.4 | $14M | 261k | 51.72 | |
| Brown-Forman Corporation (BF.B) | 6.3 | $13M | 272k | 49.01 | |
| FedEx Corporation (FDX) | 5.4 | $12M | 51k | 227.06 | |
| Royal Dutch Shell | 5.3 | $11M | 161k | 69.23 | |
| CenturyLink | 3.5 | $7.5M | 400k | 18.64 | |
| Berkshire Hathaway (BRK.A) | 1.6 | $3.4M | 12.00 | 282000.00 | |
| S&p Global (SPGI) | 1.5 | $3.3M | 16k | 203.87 | |
| Visa (V) | 0.4 | $756k | 5.7k | 132.42 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $700k | 620.00 | 1129.03 | |
| Thor Industries (THO) | 0.2 | $467k | 4.8k | 97.29 | |
| Bio-techne Corporation (TECH) | 0.1 | $281k | 1.9k | 147.89 |
